Wise Wealth Partners Has $432,000 Stock Holdings in Strategy Inc $MSTR

Wise Wealth Partners decreased its position in Strategy Inc (NASDAQ:MSTR) by 9.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,069 shares of the software maker’s stock after selling 116 shares during the period. Wise Wealth Partners’ holdings in Strategy were worth $432,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Fiduciary Alliance LLC boosted its stake in shares of Strategy by 28.4% in the 2nd quarter. Fiduciary Alliance LLC now owns 44,918 shares of the software maker’s stock valued at $18,157,000 after purchasing an additional 9,937 shares during the last quarter. Swedbank AB acquired a new position in shares of Strategy in the 1st quarter valued at $17,352,000. GAMMA Investing LLC lifted its stake in Strategy by 47.7% in the first quarter. GAMMA Investing LLC now owns 830 shares of the software maker’s stock valued at $239,000 after buying an additional 268 shares during the period. Yousif Capital Management LLC boosted its stake in Strategy by 42.9% during the 1st quarter. Yousif Capital Management LLC now owns 2,909 shares of the software maker’s stock worth $839,000 after acquiring an additional 873 shares during the last quarter. Finally, OVERSEA CHINESE BANKING Corp Ltd bought a new position in shares of Strategy during the first quarter worth $13,795,000. 59.84% of the stock is owned by institutional investors.

Strategy Trading Up 2.3%

Shares of NASDAQ:MSTR opened at $359.69 on Tuesday. The company’s 50-day moving average price is $350.47 and its two-hundred day moving average price is $363.41. Strategy Inc has a one year low of $178.00 and a one year high of $543.00. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.68 and a quick ratio of 0.68. The stock has a market capitalization of $101.99 billion, a PE ratio of 31.66 and a beta of 3.83.

Strategy (NASDAQ:MSTR) last released its earnings results on Thursday, July 31st. The software maker reported $32.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.12) by $32.72. Strategy had a return on equity of 18.83% and a net margin of 1,036.61%.The business had revenue of $114.49 million for the quarter, compared to the consensus estimate of $112.68 million. During the same quarter in the previous year, the business earned ($5.74) earnings per share. Strategy’s quarterly revenue was up 2.7% on a year-over-year basis. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Analyst Ratings Changes

Several equities analysts recently issued reports on MSTR shares. Cantor Fitzgerald reiterated an “overweight” rating on shares of Strategy in a research report on Wednesday, August 13th. Mizuho boosted their price objective on shares of Strategy from $563.00 to $586.00 and gave the company an “outperform” rating in a research report on Monday, August 11th. Canaccord Genuity Group reaffirmed a “buy” rating and issued a $464.00 target price on shares of Strategy in a research note on Tuesday, August 26th. BTIG Research lifted their price target on Strategy from $620.00 to $700.00 and gave the company a “buy” rating in a research note on Friday, August 1st. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Strategy in a research report on Saturday, September 27th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $509.54.

Insider Activity at Strategy

In related news, CAO Jeanine Montgomery acquired 5,000 shares of the business’s stock in a transaction dated Tuesday, July 29th. The stock was bought at an average price of $90.00 per share, with a total value of $450,000.00. Following the acquisition, the chief accounting officer owned 5,000 shares in the company, valued at $450,000. This represents a ∞ increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Jane A. Dietze bought 1,500 shares of the firm’s stock in a transaction that occurred on Tuesday, July 29th. The stock was purchased at an average cost of $90.00 per share, with a total value of $135,000.00. Following the completion of the purchase, the director directly owned 1,500 shares of the company’s stock, valued at $135,000. This represents a ∞ increase in their position. The disclosure for this purchase can be found here. Over the last quarter, insiders have purchased 265,474 shares of company stock worth $24,056,259 and have sold 152,150 shares worth $62,847,251. 8.46% of the stock is currently owned by company insiders.

Strategy Profile

Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions.